Gareth Tucker: Launching CRM Forms via Java Script in CRM 2011

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Источник: http://gtcrm.wordpress.com/2011/09/0...t-in-crm-2011/
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Here’s a couple of examples demonstrating how to pop CRM forms via java script (from a CRM form event / ribbon button).

This first example shows how to pop an existing record, in this case a Case record.  In this scenario I have a field called Existing Case (new_existingcase) on the Phone Call form which is a lookup field to the Case entity.   This function reads the GUID and name value of that Case and then pops that record using a window.open command:


function PopCase() { //Get the value of the ExistingCase field var ExistingCase = Xrm.Page.data.entity.attributes.get("new_existingcase"); if (ExistingCase.getValue() != null) { //Split out the GUID and Name from the ExistingCase field var ExistingCaseGUID = ExistingCase.getValue()[0].id; var ExistingCaseName = ExistingCase.getValue()[0].name; //Set features for how the Case form window will appear var features = "location=no,menubar=no,status=no,toolbar=no"; //Pop the Case record window.open("/main.aspx?etn=incident&pagetype=entityrecord&id=" + encodeURIComponent(ExistingCaseGUID), "_blank", features, false); } }
 

This second example shows how to create a new record, again let’s look at the Case entity.  In this scenario my code sits on the Phone Call form and want to create a new Case for the Customer specified on the Phone Call.  First I retrieve the details of the Customer from the CRM form (from the “from” field).  Then in a variable called extraqs I define the parameter values I want to pass across to the form so that some of the field values default, including the Customer field.   Note that to populate a Customer lookup field I have to provide 3 parameter values (for simpler lookup fields you supply just the first 2 values).  Then, to pop the form, it’s a simple window.open with the parameters variable included:

//Collect values from the existing CRM form that you want to default onto your new record var CallerGUID = Xrm.Page.data.entity.attributes.get("from").getValue()[0].id; var CallerName = Xrm.Page.data.entity.attributes.get("from").getValue()[0].name; //Set the parameter values var extraqs = "&title=New Case"; extraqs += "&customerid=" + CallerGUID; extraqs += "&customeridname=" + CallerName; extraqs += "&customeridtype=contact"; //Set features for how the window will appear var features = "location=no,menubar=no,status=no,toolbar=no"; //Pop the window window.open("/main.aspx?etn=incident&pagetype=entityrecord&extraqs=" + encodeURIComponent(extraqs), "_blank", features, false);
 

Hope this is helpful.




Источник: http://gtcrm.wordpress.com/2011/09/0...t-in-crm-2011/